Purchases and Sales Made in Q1 2024 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q1 2024. The information is specifically focused on institutions that hold shares of INTUIT INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-50- 37.31% |
$29.3K - $33.5K
|
84
$50.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-50- 2.5% |
$29.3K - $33.5K
|
1.95K
$1.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-50- 11.76% |
$29.3K - $33.5K
|
375
$226K
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-50- 3.01% |
$29.3K - $33.5K
|
1.61K
$968K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-50- 2.08% |
$29.3K - $33.5K
|
2.35K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-50- 2.69% |
$29.3K - $33.5K
|
1.81K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-51- 1.03% |
$29.9K - $34.1K
|
4.92K
$2.96M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-52- 2.67% |
$30.5K - $34.8K
|
1.9K
$1.14M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-53- 7.0% |
$31.1K - $35.5K
|
704
$423K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-53- 4.13% |
$31.1K - $35.5K
|
1.23K
$740K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-54- 4.81% |
$31.7K - $36.1K
|
1.07K
$643K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-54- 1.61% |
$31.7K - $36.1K
|
3.31K
$1.99M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-56- 10.65% |
$32.9K - $37.5K
|
470
$283K
|
|
|
Apr 29, 2024
Q1 2024
|
Troy Asset Management LTD
|
SELL
|
- |
-57- 0.14% |
$33.4K - $38.2K
|
40.9K
$24.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-58- 3.5% |
$34K - $38.8K
|
1.6K
$961K
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-58- 7.64% |
$34K - $38.8K
|
701
$422K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-58- 4.36% |
$34K - $38.8K
|
1.27K
$765K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-58- 3.54% |
$34K - $38.8K
|
1.58K
$950K
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-59- 1.6% |
$34.6K - $39.5K
|
3.63K
$2.18M
|
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-59- 0.43% |
$34.6K - $39.5K
|
13.7K
$8.24M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-59- 13.56% |
$34.6K - $39.5K
|
376
$226K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-63- 12.78% |
$37K - $42.2K
|
430
$259K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-63- 7.22% |
$37K - $42.2K
|
810
$487K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-63- 1.6% |
$37K - $42.2K
|
3.88K
$2.33M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-63- 4.28% |
$37K - $42.2K
|
1.41K
$847K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-64- 0.63% |
$37.6K - $42.8K
|
10.1K
$6.07M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-65- 0.62% |
$38.1K - $43.5K
|
10.4K
$6.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-65- 0.92% |
$38.1K - $43.5K
|
6.98K
$4.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-67- 9.29% |
$39.3K - $44.8K
|
654
$393K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-67- 90.54% |
$39.3K - $44.8K
|
7
$4.21K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-69- 5.49% |
$40.5K - $46.2K
|
1.19K
$715K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-70- 14.08% |
$41.1K - $46.9K
|
427
$257K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-70- 2.02% |
$41.1K - $46.9K
|
3.4K
$2.04M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-70- 4.69% |
$41.1K - $46.9K
|
1.42K
$857K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-73- 3.08% |
$42.8K - $48.9K
|
2.3K
$1.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-74- 1.87% |
$43.4K - $49.5K
|
3.88K
$2.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-75- 2.23% |
$44K - $50.2K
|
3.29K
$1.98M
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-75- 1.51% |
$44K - $50.2K
|
4.89K
$2.94M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-75- 8.33% |
$44K - $50.2K
|
825
$496K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-76- 2.05% |
$44.6K - $50.9K
|
3.63K
$2.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-76- 3.2% |
$44.6K - $50.9K
|
2.3K
$1.38M
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-76- 0.19% |
$44.6K - $50.9K
|
39K
$23.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
SELL
|
- |
-79- 8.56% |
$46.4K - $52.9K
|
844
$508K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-79- 0.64% |
$46.4K - $52.9K
|
12.3K
$7.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-80- 1.08% |
$46.9K - $53.5K
|
7.3K
$4.39M
|
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-80- 7.08% |
$46.9K - $53.5K
|
1.05K
$632K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
SELL
|
- |
-80- 0.13% |
$46.9K - $53.5K
|
61.9K
$37.2M
|
|
|
May 14, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-81- 12.52% |
$47.5K - $54.2K
|
566
$340K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-82- 4.21% |
$48.1K - $54.9K
|
1.86K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-84- 46.93% |
$49.3K - $56.2K
|
95
$57.1K
|